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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
51
Coatue Management
Coatue Management
New York
$1.56B +$354M 1 6.93% Increased
52
Franklin Resources
Franklin Resources
California
$1.54B -$7.24M 12 0.56% Reduced
53
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.53B +$199M 17 3.27% Increased
54
Clear Street
Clear Street
New York
$1.45B +$1.38B 2 39.84% New
55
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.44B -$86.5M 22 1.19% Reduced
56
Victory Capital Management
Victory Capital Management
Texas
$1.42B -$135M 17 1.31% Reduced
57
TD Asset Management
TD Asset Management
Ontario, Canada
$1.42B +$644M 5 1.19% Increased
58
Prudential Financial
Prudential Financial
New Jersey
$1.41B +$160M 14 1.76% Increased
59
Millennium Management
Millennium Management
New York
$1.41B +$791M 31 0.72% Increased
60
GGHC
Gilder Gagnon Howe & Co
New York
$1.4B -$111M 5 7.97% Reduced
61
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.38B -$361M 25 0.21% Reduced
62
Boston Partners
Boston Partners
Massachusetts
$1.37B -$56.5M 6 1.65% Reduced
63
Macquarie Group
Macquarie Group
Australia
$1.3B -$98.9M 13 1.09% Reduced
64
ProShare Advisors
ProShare Advisors
Maryland
$1.29B +$208M 16 2.54% Increased
65
Citigroup
Citigroup
New York
$1.28B +$316M 28 0.69% Increased
66
VOYA Investment Management
VOYA Investment Management
Georgia
$1.27B +$70.7M 20 2.44% Increased
67
Fred Alger Management
Fred Alger Management
New York
$1.21B +$9.62M 3 3.04% Increased
68
Platinum Equity Advisors
Platinum Equity Advisors
California
$1.19B $0 1 41.1% Maintained
69
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.17B +$10M 13 2.26% Increased
70
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.16B +$14.5M 15 2.09% Increased
71
ClearBridge Investments
ClearBridge Investments
New York
$1.15B +$72.9M 9 0.78% Increased
72
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.09B +$29.6M 1 9.22% Increased
73
Putnam Investments
Putnam Investments
Massachusetts
$1.09B +$230M 7 1.56% Increased
74
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.08B -$761M 1 5.69% Reduced
75
APG Asset Management
APG Asset Management
Netherlands
$1.08B +$8.68M 2 1.84% Increased
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